GWCM
Godshalk Welsh Capital Management Portfolio holdings
AUM
$162M
1-Year Return
14.73%
This Quarter Return
-0.68%
1 Year Return
+14.73%
3 Year Return
+54.87%
5 Year Return
+105.33%
10 Year Return
+267.23%
AUM
$92.8M
AUM Growth
-$6.06M
(-6.1%)
Cap. Flow
-$4.83M
Cap. Flow
% of AUM
-5.2%
Top 10 Holdings %
Top 10 Hldgs %
24.97%
Holding
123
New
1
Increased
16
Reduced
46
Closed
15
Top Buys
| 1 |
TJX Companies
TJX
|
$404K |
| 2 |
W.R. Berkley
WRB
|
$76.3K |
| 3 |
United Parcel Service
UPS
|
$68K |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$46.8K |
| 5 |
GSK
GSK
|
$41K |
Top Sells
| 1 |
GE Aerospace
GE
|
$931K |
| 2 |
PDCO
Patterson Companies, Inc.
PDCO
|
$664K |
| 3 |
Globus Medical
GMED
|
$356K |
| 4 |
General Mills
GIS
|
$282K |
| 5 |
CELG
Celgene Corp
CELG
|
$252K |
Sector Composition
| 1 | Technology | 16.56% |
| 2 | Financials | 14.24% |
| 3 | Healthcare | 13.82% |
| 4 | Consumer Staples | 10.06% |
| 5 | Industrials | 8.24% |
